Zoom into Meetings!
Our Tuesday 9:30 Team Meetings have always been a little bit fun, but now that we’re all meeting via Zoom, it might be (more…)
Our Tuesday 9:30 Team Meetings have always been a little bit fun, but now that we’re all meeting via Zoom, it might be (more…)
On the Internet, the book does get judged by its cover. In other words, a website’s design is often cited as the key factor in assessing the (more…)
Part 2 of our DocuSign Workshop Series is here! View this video to learn how to add security codes to your documents, explore Discovery Forms and more! (more…)
Due to ongoing concerns related to the COVID-19 virus, on Saturday, March 28, the Depository Trust Company (DTC) has extended the suspension of all physical processing (more…)
If you are trying to obtain client signatures during this period of social distancing, try DocuSign! (more…)
QUODD, a leading provider of real time market data, is offering free access for new users to their real time securities workstation product Equity+ for the next two months. (more…)
Please join us for a conversation with members of Fidelity’s Target Date portfolio management team. (more…)
WIS Advisors – we hope you are all staying safe and healthy. As we approach the end of this first quarter, we wanted to update you on the upcoming Q2-2020 fee billing period. (more…)
Effective immediately, in response to recent short sale bans by several securities regulators in European Union countries, Fidelity Investments is no longer supporting short sales of (more…)
As a Preferred Partner with WIS Advisors and our commitment to continue with dynamic marketing solutions and timely sales trainings, (more…)
As reminder, NFS/Fidelity Custody offers Mobile Deposit to all our advisors. It’s a quick and simple application that will save you and your client mailing time or a drive to the office. (more…)
The overwhelming amount of news coverage surrounding the novel coronavirus has created a new danger — phishing attacks looking to exploit public fears about the sometimes-deadly virus. (more…)
The IRS has confirmed that contributions to Individual Retirement Accounts (IRA) plans are given until July 15, 2020, providing more time to contribute for 2019. (more…)
We are excited to announce that WIS is working together with MyRepChat to provide an SEC and FINRA compliant text messaging system at no cost to WIS advisors. (more…)
Western International Securities (WIS) now offers Wealthbox CRM technology to its advisor teams nationwide. Join this webinar to learn more about our partnership (more…)
Tune in to hear Fidelity’s market experts share insights on the current state of international markets, and how they are looking for investment opportunities and navigating volatility today. (more…)
Effective immediately, the Depository Trust Company (DTC) is suspending all physical processing services until, at the earliest, Monday, March 30, due to the impact of the COVID-19 virus. (more…)
In light of recent market conditions, the Compliance Team would like to remind everyone that WIS does not permit the solicitation of leveraged or inverse Exchange Trade Products (ETPs). (more…)
CEO Don Bizub's special message to the WIS community as we implement our business continuity plan during the COVID-19 crisis. (more…)
Treasury Secretary Steven Mnuchin has announced in a tweet that Tax Day is moving from April 15 to July 15. (more…)
National Financial offers the option of ordering a Year-End Rollup Statement CD-ROM. The Year-End Rollup Statement CD-ROM contains copies of (more…)
WIS and CallTower, a global leader in delivering cloud-based enterprise-class unified communications and collaboration solutions, announced today that (more…)
Pershing is implementing cross-regional business continuity plans and will be providing processing and support from employees located at their other facilities or from remote locations. (more…)
Pershing began mailing the 2019 Internal Revenue Service (IRS) Form 1042-S, Foreign Person’s U.S. Source Income Subject to Withholding, to nonresident clients, March 16, 2020. (more…)
Tune in to hear Portfolio Manager, Ford O'Neil, and Head of Fixed Income & Equity Strategists, Peter Ziobro, discuss how market volatility is impacting the fixed income market. (more…)
Join this special webinar on investing through an infodemic. (more…)
On Tuesday, March 17, Treasury Secretary Steven Mnuchin announced during a White House briefing that the IRS will waive interest and penalty charges for 90 days (more…)
Fidelity is holding a Market Insight Webcast to talk about the Money Markets and the Low Rate Environment. (more…)
We're taking a break from the news and putting our worries aside for a moment to celebrate St. Patrick's Day! (more…)
In an effort to keep productive and maintain some level of normalcy amongst the challenging environment we find ourselves in, CPS Insurance Services will (more…)
Pershing has a responsibility to provide information on an annual basis to your clients to help them understand Western International’s relationship with (more…)
We hope you are doing well. As the novel coronavirus (COVID-19) increases its impact on our communities, we want to update you about the steps we are taking across our business. (more…)
To become acquainted with WIS' latest technology offering, MyRepChat, please join this week's advisor forum webinar. (more…)
Western will offer a series of training sessions, March 17, 2020, March 24, 2020, and March 31, 2020, beginning at 1:30 pm PST, to provide guidance on (more…)
The updated investor alert explains some “tricky” new requirements, specifically if a variable annuity is held in an IRA. (more…)
“We cannot always control everything that happens to us in this life, but we can control how we respond.” ~Lionel Kendrick (more…)
At WIS, you’re afforded access to the best-of-breed technology to support your comprehensive approach in establishing your business (more…)
Due to the uncertainty and concerns we are all experiencing surrounding the coronavirus (COVID-19), we have decided to postpone the (more…)
As part of Sustainalytics' Engagement Services, they will be launching Material Risk Engagement. (more…)
From spotting giraffes and riding camels in Niger to exploring the Moroccan port city of Casablanca, Yesenia (more…)